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Valeo Financial Advisors, LLC: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valeo Financial Advisors, LLC on SCHF, newest first. How the timeline and the estimate are built.

Valeo Financial Advisors, LLC held 201,839 SCHF shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 201,839 shares
    Change vs previous 13F -2,316 shares

    0.12% of the 13F portfolio, value $5,549,308.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 204,155 shares
    Change vs previous 13F +6,285 shares

    0.12% of the 13F portfolio, value $5,650,810.

    13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 197,870 shares
    Change vs previous 13F +184 shares

    0.12% of the 13F portfolio, value $4,877,587.

    13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 197,686 shares
    Change vs previous 13F -588 shares

    0.11% of the 13F portfolio, value $4,752,377.

    13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 198,274 shares
    Change vs previous 13F -5,182 shares

    0.11% of the 13F portfolio, value $4,615,819.

    13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F/A 203,456 shares
    Change vs previous 13F +135,778 shares

    0.11% of the 13F portfolio, value $4,496,378.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 67,678 shares
    Change vs previous 13F +3,151 shares

    0.04% of the 13F portfolio, value $1,343,209.

    13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 64,527 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,193,742.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).